Fortis Group Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Fortis Group Advisors’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.3K	Hold	200	–	–	﹤0.01%	446
2025 Q4	$3.4K	Hold	200	–	–	﹤0.01%	461
2025 Q3	$3.65K	Hold	200	–	–	﹤0.01%	419
2025 Q2	$2.49K	Hold	200	–	–	﹤0.01%	433
2025 Q1	$1.98K	Hold	200	–	–	﹤0.01%	412
2024 Q4	$2.22K	Hold	200	–	–	﹤0.01%	424
2024 Q3	$2.38K	Hold	200	–	–	﹤0.01%	412
2024 Q2	$2.25K	Hold	200	–	–	﹤0.01%	411
2024 Q1	$2.42K	Sell	200 -200	-50%	-$2.72K	﹤0.01%	427
2023 Q4	$5.58K	Buy	400 +200	+100%	+$3.58K	﹤0.01%	350
2023 Q3	$4.25K	Buy	+200	New	+$4.54K	﹤0.01%	303
2020 Q3	$0	Buy	+200	New	+$614	﹤0.01%	472

Other funds holding PBT

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return